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NetWorth Radio

The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.

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  2. WHAT SHOULD WE DO NOW?

WHAT SHOULD WE DO NOW?

Dec 6, 2014

Click here for this week's charts.

 

    *OIL COLLAPSES

          *DEFLATIONARY PRESSURES

    *LOW INTEREST RATES/HIGH BOND PRICES
    *RECORD HIGH EQUITY PRICES
    *UNDERPERFORMING HEDGE FUNDS, ALTERNATIVE INVESTMENTS, AND COMMODITY BASED FUNDS

Hedge Funds Shut as Managers Struggle in Year of Two Percent Returns

 

RATIONAL SOLUTIONS FOR REAL INVESTORS

  • CASH FLOW UNITS
  • ALLOCATION UNITS
  • LONG TERM INCOME UNITS
  • Get more detailed information on MGAM separately managed account solutions: here
 

Individual Tax Loss Selling

The January effect is defined by Stock Trader’s almanac is the tendency for stocks depressed by tax loss selling to rebound after the end of the year. Get the Nuveen guide to year end tax strategies!

Year End Tax Planning Strategies - Nuveen Document
 

MGAM December 2014 Clients Only Updates

  • 2015 Equity Markets Trading Model Ranges?
  • 2015 Interest Rate Trading Model Ranges?
  • Biggest Dangers to Current Economic Growth?
  • Asset Classes and Security Categories Potentially Exceeding Our Return Targets 2015-2017?
  • Potentially Underperforming Asset Classes and Security Categories 2015- 2017?
 

Update your plan for 2015:

  • Set your legacy planning appointment today: here